Monday, 12/17/07
Posted 12/17/07,  11:51 pm

(Scroll down to see Jim's comments below)

 
 
Today's date:  Monday, 12/17/07

  Dow Jones: 13,167  - 172
  NASDAQ:   2,574   - 61
  S&P 500:   1,445   - 22
 
 
 
 
 
First Segment
 
Final Segment 1 Title: 'Five Year Plan'...

'Big Rig'

.  .  .  .  .

Featured Stock(s): Transocean Inc. (RIG*)



2nd segment picks below...


We're looking for companies that can deliver certain profits in an uncertain world...  companies that have what's known as visibility...

Right now, we have an environment where many companies have no idea... how much they'll make or lose next year.  With that kind of backdrop, a stock that you can tell, with real accuracy and precision, how they're going to do, maybe from 2010 to 2012... that's going to be coveted... that's going to be what people want!...

.  .  .  .  .

So far, I've given you two of my kings of visibility, First Solar, Inc. (FSLR) and MedcoHealth Solutions Inc. (MHS)... two companies with five year plans...

Now we have our third and final company that really embodies... exudes visibility... and that company is...

Transocean Inc. (RIG*)...

This company is a long-time Cramer favorite... We've been behind this thing for about 60 points...  It's the largest offshore contract driller in the world, and it just completed its acquisition of its #1 competitor, GlobalSantaFe...

Higher oil prices and a real shortage of rigs... We need to use more rigs to extract the same amount of oil from old oil fields...  RIG* can get great prices for the use of its deep-water rigs.  But they don't just get great prices today...  that wouldn't even intrigue me... They lock those prices in for tomorrow... and that's what creates the visibility...

It's got contracts going out to 2010 and 2012 for its deepest-water rigs...

.  .  .  .  .

 

.  .  .  .  .

The Bottom Line!:   Invest in profits that you can see.  Think about buying Transocean Inc. (RIG*) and remember to pay maximum attention to visibility, especially in this miserable, horrible, unbelievable house of pain environment!
  

.  .  .  .  .

 

 



See all of tonight's stocks' latest quotes on Yahoo! Finance


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Stock Snapshots - Includes all stocks mentioned above

 

 

 

Jim
Cramer's
rating on
this stock

STOCK
SYMBOL

Closing
price
that
day

Opening
price
next
day

Full Company Name/Comments
(see comments above for each)

RIG*

131.81

134.03

Transocean Inc. (RIG*)

 

     

Netflix, Inc.


 
 
Second Segment
 
Final Segment 2 Title: 'On The Line'....

CEO Interview
Jean-Jacques Bienaime, CEO

.  .  .  .  .

Featured Stock(s): BioMarin Pharmaceutical Inc. (BMRN)

.  .  .  .  .

 

   
 

Stock Snapshots - Includes all stocks mentioned above

 

 

Jim
Cramer's
rating on
this stock

STOCK
SYMBOL

Closing
price
that
day

Opening
price
next
day

Full Company Name/Comments
(see comments above for each)


BMRN

35.17

35.11

CEO Interview
Jean-Jacques Bienaime, CEO
BioMarin Pharmaceutical Inc. (BMRN)


Jim's comments BEFORE interview:  
 
If you've been watching this show for a while, you know that we've been liking BioMarin (BMRN)... The first time we recommended it... it's up 41% since then...  But October we reiterated, and it's up 31% since just then.  That was when we decided that Savient Pharmaceuticals Inc. (SVNT), we should ring the register, and we made BMRN our growth stock of the year...  Well, they just got approval last week for their important drug, that we've been predicting would be approved by the end of the year... Kuvan.  And what a great time... and the stock just was up... it was up 6 points on Friday, but it's pulling back...  What a great time to have Jean-Jacques Bienaime in, who runs BMRN...  

.  .  .  .  .



Jim's comments AFTER interview:  
 
That's Jean-Jacques Bienaime, friend of the show, CEO of BMRN, which I reiterate is a great speculative stock for those who are looking for a longer-term horizon for what could end up being a great drug company...  Stay with BMRN.

         
 

[ end of final segment ]

 

Go to the next segment from tonight's show here >>

See current quotes on Yahoo! Finance from tonight's show stocks here >>


Netflix, Inc.


Symbol keys:

A Charitable Trust stock. - An asterisk next to a stock symbol indicates that Jim mentioned it is a stock that he manages within
his charitable trust portfolio.  You can see the complete portfolio
of stocks here >>